International College of Financial Planning

JUNE 25, 2024

This course prepares students for the CFP certification exam and covers comprehensive topics such as estate planning, investment planning, and retirement planning. Graduates can pursue careers as certified financial planners, investment advisors, and financial consultants.

Certified Financial Planner 40

Certified Financial Planner Certification CFP Education 40

WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. They help prepare a retirement plan based on a client’s financial needs and goals.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Sara Grillo

APRIL 10, 2023

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

Investing 52

Investing Investments CFP Financial Advisor 52